TROUBLESHOOTING · TEAM & RESOURCES
Help with Add and manage team members
This page focuses on the guide you were reading. Work through the relevant checks below, then send us a question if the issue is still unresolved.
01
Start with your add and manage team members setup
These are checks drawn from this feature's own instructions.
- Open Team from the provider workspace.
- Invite or add the staff member using the supported flow.
- Set their role and applicable permissions.
- Review services and availability assigned to them.
- Have the person verify access with their own account.
- Use individual logins rather than a shared owner password.
02
Common problems in Team & resources
Choose the problem closest to what you are seeing. Each one includes practical checks and a safe next step.
A staff member cannot access or manage something
- Review their assigned role and business membership.
- Check service, appointment, and resource assignments.
- Confirm the intended staff account, not another user's session, is signed in.
Avoid broadening permissions beyond what the role actually requires.
A room or provider does not appear as available
- Check working hours, time off, and location eligibility.
- Look for another reservation of the same shared resource.
- Review whether the service requires a specific room or staff capability.
Verify a conflict-free test slot before changing resource rules.
03
Still not resolved?
When you contact support, tell us what you expected, what happened instead, the non-sensitive error text (if any), and roughly when it occurred. The form will automatically include Add and manage team members as the topic.
Please do not include passwords, security codes, payment card details, client health records, or any other sensitive information.